See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,578 | $55,415-44.8% | $155,509-80.3% | $74,495-59.0% |
| Participation rate | 80.0% | 61.9%+18.1pp | 78.2%+1.8pp | 67.2%+12.8pp |
| Annual return | 21.60% | 268.50%-246.9pp | 64.67%-43.1pp | 1364.94%-1343.3pp |
| Employer contribution / active EE | $2,283 | $2,267+0.7% | $4,672-51.1% | $2,623-13.0% |
| Participant deferral / active EE | $1,235 | $2,836-56.5% | $5,626-78.1% | $4,346-71.6% |
| Admin fee / account holder | $3,465 | $1,738+99.3% | $15,912-78.2% | $1,942+78.5% |